DOSSIER · 13F Holders · Q3 2026

ISHARES TR

2 institutions still hold ISHARES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E167·2 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$924K
visible holders
Holders
2
filers reporting
Concentration
99.13%
PFG Private Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

2 institutions reported ISHARES TR in Q3 2026. PFG Private Wealth Management, LLC leads at 99.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PFG Private Wealth Management, LLC
CIK 0001799957
$916K37K0.39%Q3 2026
02
Stephens Consulting, LLC
CIK 0001961632
$8K3160.00%Q4 2025